See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,201 | $179,726+16.4% | $156,263+33.9% | $142,382+46.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.85% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,381 | $5,069-33.3% | $4,333-22.0% | $4,299-21.4% |
| Participant deferral / active EE | $27,250 | $6,956+291.7% | $6,158+342.5% | $6,507+318.8% |
| Admin fee / account holder | $9,367 | $17,272-45.8% | $14,255-34.3% | $12,624-25.8% |